Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,950 shares of FXL stock, worth $243,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,950

Previous 1,950 -0.0%

Holding current value

$243,535

Previous $289,000 11.07%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$136.18 - $158.26 $6,809 - $7,913	-50 Reduced 2.5%	1,950 $289,000
Q1 2023 Apr 20, 2023	BUY	$91.07 - $107.48 $182,140 - $214,960	2,000 New	2,000 $210,000
Q2 2022 Jul 25, 2022	SELL	$91.32 - $117.0 $191,772 - $245,700	-2,100 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$109.97 - $125.18 $5,498 - $6,259	50 Added 2.44%	2,100 $261,000
Q1 2021 May 04, 2021	SELL	$105.48 - $124.89 $10,548 - $12,489	-100 Reduced 4.65%	2,050 $233,000
Q4 2020 Feb 01, 2021	BUY	$89.8 - $114.12 $193,070 - $245,358	2,150 New	2,150 $240,000
Q1 2020 Apr 29, 2020	SELL	$51.51 - $78.0 $118,473 - $179,400	-2,300 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$63.49 - $73.14 $146,027 - $168,222	2,300 New	2,300 $167,000

Others Institutions Holding FXL

# of Institutions

272

Shares Held

6.26M

Call Options Held

Put Options Held

40.1K

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

More about FXL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History